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Invesco FTSE RAFI Developed Markets ex-US ETF

175 hedge funds and large institutions have $1.39B invested in Invesco FTSE RAFI Developed Markets ex-US ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
59
Reduced
54
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OMC
26
Old Mission Capital
Illinois
$4.43M -$128K -2,698 -3%
FVWA
27
Foster Victor Wealth Advisors
South Carolina
$4.11M -$358K -7,559 -8%
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$3.91M -$427K -9,007 -10%
HighTower Advisors
29
HighTower Advisors
Illinois
$3.69M +$32.2K +679 +0.9%
VPP
30
Vertex Planning Partners
Illinois
$3.59M +$413K +8,711 +13%
US Bancorp
31
US Bancorp
Minnesota
$3.48M -$448K -9,454 -11%
WA
32
Waverly Advisors
Alabama
$3.46M
UBS Group
33
UBS Group
Switzerland
$3.44M +$126K +2,669 +4%
VP
34
Verum Partners
North Carolina
$3.15M -$214K -4,518 -6%
BCG
35
Breakwater Capital Group
New Jersey
$3.13M +$34K +733 +1%
GT
36
Glenmede Trust
Pennsylvania
$3.1M -$61.9K -1,306 -2%
AIC
37
Archer Investment Corporation
Indiana
$3.03M -$81.4K -1,718 -3%
N
38
Natixis
France
$2.33M +$5.26K +111 +0.2%
CAN
39
Cetera Advisor Networks
California
$2.31M -$34.6K -731 -1%
Creative Planning
40
Creative Planning
Kansas
$2.28M -$171K -3,615 -7%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$2.19M +$663K +13,987 +43%
FAIM
42
Financial Advocates Investment Management
Washington
$2.13M -$300K -6,295 -12%
PO
43
Private Ocean
California
$1.99M
MML Investors Services
44
MML Investors Services
Massachusetts
$1.93M -$10M -211,140 -84%
RTL
45
Red Tortoise LLC
Georgia
$1.81M +$12.4K +261 +0.7%
SWM
46
Shakespeare Wealth Management
Wisconsin
$1.73M -$229K -4,834 -12%
NSG
47
Nalls Sherbakoff Group
Tennessee
$1.7M -$44.6K -941 -3%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$1.65M +$41.2K +869 +3%
CWM
49
Cornerstone Wealth Management
Missouri
$1.41M +$171K +3,602 +14%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.4M +$838K +17,690 +150%